About
Contains information about adding an assessment of a patient.
Steps
Go to the case's Patient tab > Assessment section.
Selecting Add an assessment will add an assessment card.
Entering a New Assessment
Complete the fields that you need as described below.
Assessment Details
Type – Select the type of assessment that you are completing.
Ordered – Select the date and time that the assessment was ordered for the patient.
Ready – Select the date and time that the assessing staff member was available to perform the assessment.
Readiness Delay Reason – Select the reason why the assessing staff member was delayed in getting ready to perform the assessment.
Start – Select the date and time that the assessing staff member began performing the assessment.
Start Delay Reason – Select the reason why the assessment was prevented from starting on time.
End – Select the date and time that the assessing staff member finished performing the assessment.
Assessing Staff – Enter the name of the assessing staff member who is not in the National Provider Index (NPI) registry (customers in the United States).
Assessing Provider – Enter the name of the assessing staff member who is in the National Provider Index (NPI) registry (customers in the United States) or select Search for new physician. You can select the i icon to view information about the provider whom you selected
Save an Assessment
To save the assessment, do one of the following:
Select Save in the assessment card. The Save button becomes active after you make changes in the fields in the assessment card. After you select Save, the button becomes inactive until there are new changes to the assessment card.
Select Save or one of the Save menu options in the top right of the case. This will save all changes on all case tabs.
Best Practices
To add another assessment, select Add an assessment and another card appears.
You can add a maximum of 50 assessments to each transfer case.